Institutional Ownership First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
59,999
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
58,457
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 80.5%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
55,811
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 9.72%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
50,000
shares
|
$1 Million
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,694
shares
|
$977,775
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
47,304
shares
|
$949,864
0.22% of portfolio
|
Q2 2024
Reduced 24.08%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
45,500
shares
|
$913,639
0.23% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
41,611
shares
|
$835,548
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
35,977
shares
|
$722,418
0.1% of portfolio
|
Q3 2024
Reduced 41.06%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
34,625
shares
|
$695,269
0.23% of portfolio
|
Q3 2023
Added 20.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,662
shares
|
$675,932
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$672,579
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,716
shares
|
$636,857
0.03% of portfolio
|
Q2 2024
Reduced 65.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
31,625
shares
|
$635,030
0.01% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
29,644
shares
|
$595,251
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
29,366
shares
|
$589,669
0.01% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
28,071
shares
|
$563,665
0.02% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
27,204
shares
|
$546,256
0.04% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
25,343
shares
|
$508,887
0.05% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
25,299
shares
|
$508,003
0.15% of portfolio
|
Q3 2024
Added 153.47%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
25,018
shares
|
$502,361
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
25,000
shares
|
$501,999
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
24,680
shares
|
$495,574
0.0% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
22,742
shares
|
$456,659
0.08% of portfolio
|
Q1 2024
New holding
|